Chapter 2. Credentials
You can use credentials to store secrets that can be used for authentication purposes with resources, such as decision environments, rulebook activations and projects for Event-Driven Ansible controller, and projects for automation controller.
Credentials authenticate users when launching jobs against machines and importing project content from a version control system.
You can grant users and teams the ability to use these credentials without exposing the credential to the user. If a user moves to a different team or leaves the organization, you do not have to rekey all of your systems just because that credential was previously available.
2.1. Credentials list view
When you log in to the Ansible Automation Platform and select
From the menu bar, you can search for credentials in the Name search field.
You also have the following options in the menu bar:
Choose how fields are shown in the list view by clicking the icon. You have four options in which you can arrange your fields:
- Column - Shows the column in the table.
- Description - Shows the column when the item is expanded as a full width description.
- Expanded - Shows the column when the item is expanded as a detail.
- Hidden - Hides the column.
- Choose between a or a , by clicking the icons.
2.2. Setting up credentials
You can create a credential to use with a source plugin or a private container registry that you select. You can make your credential available to a team or individuals.
Procedure
- Log in to the Ansible Automation Platform Dashboard.
-
From the navigation panel, select
. - Click .
Insert the following:
- Name
- Insert the name.
- Description
- This field is optional.
- Organization
- Click the list to select an organization or select Default.
- Credential type
Click the list to select your Credential type.
NoteWhen you select the credential type, the Type Details section is displayed with fields that are applicable for the credential type you chose.
- Complete the fields that are applicable to the credential type you selected.
- Click .
After saving the credential, the credentials details page is displayed. From there or the Credentials list view, you can edit or delete it.
2.3. Editing a credential
You can edit existing credentials to ensure the appropriate level of access for your organization.
Procedure
Edit the credential by using one of these methods:
- From the Credentials list view, click the icon next to the desired credential.
- From the Credentials list view, select the name of the credential, click .
- Edit the appropriate details and click .
2.4. Deleting a credential
You can delete credentials if they are no longer needed for your organization.
Procedure
Delete the credential by using one of these methods:
- From the Credentials list view, click the icon ⋮ next to the desired credential and click .
- From the Credentials list view, select the name of the credential, click the icon ⋮ next to , and click .
In the pop-up window, select Yes, I confirm that I want to delete this credential.
NoteIf your credential is still in use by other resources in your organization, a warning message is displayed letting you know that the credential cannot be deleted. Also, if your credential is being used in an event stream, you cannot delete it until the event stream is deleted or attached to a different credential. In general, avoid deleting a credential that is in use because it can lead to broken activations.
- Click .
You can delete multiple credentials at a time by selecting the checkbox next to each credential and clicking the icon ⋮ in the menu bar and then clicking .
